CPIG
BGB

Chicago Partners Investment Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Chicago Partners Investment Group’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,310
Closed -$132K – 687
2023
Q1 		$132K Buy
+12,310
New +$134K 0.01% 637

Other funds holding BGB

CBA
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Chicago Partners Investment Group's BGB Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2023, closing a stake of 12,310 shares — an estimated $132K sold.

Chicago Partners Investment Group first reported a position in BGB in Q1 2023 and held it in 1 quarter. The position peaked at $132K in Q1 2023. 97 funds tracked by Wall St. Rank hold BGB as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 12,310 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2023, an estimated $132K.
  • Chicago Partners Investment Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2023 and held it in 1 quarter.
  • Chicago Partners Investment Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $132K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.